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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,651 | $166,089+41.9% | $164,928+42.9% | $145,978+61.4% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 17.44% | 100.26%-82.8pp | 70.08%-52.6pp | 550.52%-533.1pp |
| Employer contribution / active EE | $2,543 | $5,276-51.8% | $4,343-41.5% | $4,662-45.5% |
| Participant deferral / active EE | $9,435 | $6,961+35.5% | $6,034+56.4% | $6,690+41.0% |
| Admin fee / account holder | $20,377 | $16,641+22.5% | $12,684+60.6% | $13,400+52.1% |